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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (46360)2/14/2013 11:19:20 PM
From: Spekulatius  Read Replies (1) of 78673
 
I decided to re-enter HSP at 29.65$ for a starter. They still have to deal with manufacturing issues that became evident 18month ago. I have seen this movie before, with Abbott's diagnostics division about 10years or so ago. It took a few years to fix the problem, but eventually, they did overcome the problems. I expect a similar outcome with HSP. HSP is in attractive markets with injectable drugs and biosimilar drugs. I expect them to get bought out at some point, but probably not before the manufacturing problems are fixed.

With about 2$ in operating earnings at a 30$ stock price, the stock does not screen cheap but when you look at the P/S ratio and the attractive business profile, I think there is some good potential there. I think a company like Novartis (via there Sandoz generic drug sub) would love to own this business and they could probably help them fix the manufacturing issues too.
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